Ideas & Enhancements
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Needles 5.0

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Neos - Add Ability to copy flat tabs

Add the ability to copy flat tabs between cases (Ex: Case Tab, Accident tab, etc.)
Guest about 3 years ago in General 0

Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest almost 4 years ago in General 0 Future consideration

Seeing the body of email and text first in preview of notes vs header info

When in list view, it would be helpful to see the body of the email or text message that was tagged, like Needles 4 would vs seeing the date time and to/from info.
Guest about 2 years ago in  3

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
Guest over 3 years ago in General 1

Filter by Document Type in "Add A Related Document" box

Allow us to be able to filter to only a certain document type in the Add A Related Document Box. Our firm relates all of the record requests to the medical and billing records. It would be easier to find the documents to relate if we could filter ...
Guest 5 months ago in  0

Only Show Open Appointments on Dashboard "My Appointments"

Presently, the dashboard shows all calendar items under "My Appointments" even those that are completed or have been marked canceled on the calendar. It would be nice to only show open items in the dashboard to reduce clutter and confusion.
Guest about 3 years ago in General 0

Add ability to have multiple settlements in the value tab of the same case

Increase the maximum amount of settlements allowed to a single case for cases with different settlements(like UIM settlements).
Guest 5 months ago in  0

Tasks should not generate to checklist summary after an intake is rejected.

Intake specialist will not have a long tasks list in the checklist summary that must be deleted or marked as N/A to remove.
Guest 5 months ago in  0

See more of the address on search

Currently in Neos we can only see a partial provider address in the search results. I would like to see the full street adress, and, importantly, the company name, which we now cannot even see on the preview. State Farm, for example, has several o...
Guest almost 3 years ago in  2

NEOS: Adding Hearing date to case tab should automatically prompt calendar event

It would be nice to be able to add Hearing dates etc. one time only. If we add a date to the case tab, a prompt (or something similar) should appear allowing us to simultaneously add it to the calendar rather than having to add it to both each and...
Guest about 2 years ago in Calendar / Case Tabs 0